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Advisor Perspectives recently surveyed nearly 800 advisors regarding their allocations over the next six months.
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Will 2018 find you attending industry conferences? Will you be ready?
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I know you know what AUM, basis points, and ROI mean. You even know how to define ROI, P/E, yield curve, duration, and EBITA.
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Market uncertainty and a bizarre presidential administration have made some financial advisors, and their clients, a bit anxious. Here are what some mutual fund companies are doing to help alleviate some of that anxiety.
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Marketing managers can spend hours on fact sheets, data and charts for you to use in client meetings. But should they?
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I think of PR and marketing the same way as I do a jigsaw puzzle: no one piece will make it whole.
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We are living in uncertain times. We've got a new administration, multiple natural disasters in a short time, and tensions are high on the issue of guns in our country.
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September is historically the worst month for the stock market. Will the same be true for 2017?
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Historically, the month of September is known for poor stock performance.
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Financial advisors aren't typically lacking for access to information - in fact, it's the exact opposite. There is so much information available but so little time to review all of it.
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The Department of Labor's fiduciary rule had a "soft opening" on June 9, 2017. The full implementation of the DOL rule had been set for January 1, 2018, but will now be delayed until July 2019.
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In either case, you've likely paid a steep entrance fee. Make sure you get your money's worth.
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The political landscape today is fraught with turbulence. It seems like almost daily we're scratching our heads at current events. We've said it before and we're saying it again-refrain from discussing politics during your media interview!
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Change is inevitable. In modern society we're seeing changes in all areas at a rapid pace. Think your cellphone is up-to-date? Think again--it's probably already in the shadow of the next newest greatest thing.